What are the responsibilities and job description for the Financial Planner position at Veritas Partners?
Our client, a wealth management firm in Hunt Valley, MD, is currently seeking a Financial Planner to join their team. The Financial Planner will work with advisors to deliver comprehensive financial plans. Comprehensive financial plans include income, tax, estate and retirement planning for high net worth individuals.
Responsibilities
- Support wealth advisors, including preparing for upcoming meetings and post meeting follow-up
- Communicate with clients
- Assist in preparing client presentations
- Work with outside client advisors
- Help develop financial planning improvements
- Mentor junior planners
Qualifications
- Certified Financial Planner (CFP) is required
- 5 years of experience with a registered investment advisor
- CPA, JD or CPWA is a plus
- Familiar with family office models
Salary : $125,000 - $150,000